MA
Mutual Advisors’s DocuSign DOCU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,779
| Closed | -$551K | – | 988 |
|
|
2023
Q2 | $551K | Sell |
10,779
-1,379
| -11% | -$70.5K | 0.02% | 608 |
|
|
2023
Q1 | $709K | Sell |
12,158
-393
| -3% | -$22.9K | 0.03% | 524 |
|
|
2022
Q4 | $696K | Sell |
12,551
-1,343
| -10% | -$74.4K | 0.03% | 507 |
|
|
2022
Q3 | $743K | Buy |
13,894
+885
| +7% | +$47.3K | 0.04% | 447 |
|
|
2022
Q2 | $746K | Buy |
13,009
+265
| +2% | +$15.2K | 0.05% | 420 |
|
|
2022
Q1 | $1.37M | Sell |
12,744
-172
| -1% | -$18.4K | 0.08% | 283 |
|
|
2021
Q4 | $1.97M | Buy |
12,916
+10,574
| +451% | +$1.61M | 0.1% | 231 |
|
|
2021
Q3 | $603K | Sell |
2,342
-775
| -25% | -$200K | 0.04% | 491 |
|
|
2021
Q2 | $871K | Sell |
3,117
-70
| -2% | -$19.6K | 0.05% | 387 |
|
|
2021
Q1 | $645K | Sell |
3,187
-253
| -7% | -$51.2K | 0.04% | 429 |
|
|
2020
Q4 | $765K | Buy |
3,440
+385
| +13% | +$85.6K | 0.06% | 381 |
|
|
2020
Q3 | $658K | Buy |
+3,055
| New | +$658K | 0.06% | 353 |
|
|
2018
Q4 | – | Sell |
-8,747
| Closed | -$460K | – | 443 |
|
|
2018
Q3 | $460K | Buy |
+8,747
| New | +$460K | 0.07% | 292 |
|